See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,261 | $159,901+184.1% | $146,958+209.1% | $145,922+211.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,209 | $5,286-58.2% | $4,933-55.2% | $4,660-52.6% |
| Participant deferral / active EE | $4,612 | $8,428-45.3% | $8,070-42.9% | $6,688-31.0% |
| Admin fee / account holder | $30,254 | $15,044+101.1% | $12,998+132.8% | $13,397+125.8% |